You will not receive written analysis and/or recommendations. The initial consultation provides an overview of financial planning concepts. Consumers should consult with their tax advisor or attorney regarding their specific situation. and its affiliates do not offer tax or legal advice. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Īmeriprise Financial, Inc. Clients may complete a survey via the secure site after their goals are published online.Ĭertified Financial Planner Board of Standards Inc.
The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale).
Results from July 2018 through March 2020, reflecting 3,232 client responses. 1 Source: Ameriprise Financial Goal-Based Advice Survey.
